Physician Wealth Advisors’s Hamilton Insurance Group HG Stock Holding History

Physician Wealth Advisors’s Portfolio HG Stock Details HG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22K	Hold	36	–	–	﹤0.01%	1745
2026 Q1	$1.07K	Hold	36	–	–	﹤0.01%	1641
2025 Q4	$1K	Hold	36	–	–	﹤0.01%	1620
2025 Q3	$893	Hold	36	–	–	﹤0.01%	1644
2025 Q2	$779	Buy	+36	New	+$725	﹤0.01%	1566

Other funds holding HG

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Physician Wealth Advisors's HG Position: Q2 2026 in Review

Physician Wealth Advisors held its Hamilton Insurance Group (HG) position steady in Q2 2026 at 36 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Physician Wealth Advisors first reported a position in HG in Q2 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold HG as of Q2 2026.

Physician Wealth Advisors held 36 shares of Hamilton Insurance Group worth $1.22K as of Q2 2026.
Physician Wealth Advisors left its Hamilton Insurance Group share count unchanged in Q2 2026.
Hamilton Insurance Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1745 holding.
Physician Wealth Advisors first reported a position in Hamilton Insurance Group in Q2 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.